Within CosmoLex, you are able to edit your invoices after generating, so there is really no need for a pre-bill. However, if you wish to see a preview or listing of entries waiting to be billed, we have a handy report for that.
- Go to Reports > Billing section > click Pre-Bill (Matter Billing Report)
- You can filter by matter owner, date, and client
- Be sure to change the "Show" filter to Details (this will display individual entries)
- Under Exclusions check "Exclude Billed Items"
- Click View to preview the report or click download (either as a PDF or Excel file)
This report will outline all of the unbilled items (time and expense) for each matter.